Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.9M
3
+$42.2M
4
CTSH icon
Cognizant
CTSH
+$31.8M
5
IRM icon
Iron Mountain
IRM
+$31.4M

Top Sells

1
+$59.3M
2
+$35.8M
3
+$34.1M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$29.2M
5
DUK icon
Duke Energy
DUK
+$28.3M

Sector Composition

1 Healthcare 13.98%
2 Technology 11.97%
3 Industrials 10.28%
4 Financials 9.56%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.9M 0.07%
299,827
+99,660
327
$12.8M 0.07%
562,141
+470,036
328
$12.8M 0.07%
680,214
-56,571
329
$12.8M 0.07%
304,012
-14,049
330
$12.8M 0.07%
242,913
-43,218
331
$12.7M 0.07%
76,947
+6,979
332
$12.7M 0.07%
207,840
+31,720
333
$12.7M 0.07%
34,723
+8,815
334
$12.6M 0.07%
485,117
-54,796
335
$12.6M 0.07%
66,821
-16,896
336
$12.5M 0.07%
105,815
+12,809
337
$12.5M 0.07%
227,484
-50,732
338
$12.4M 0.07%
205,808
+51,268
339
$12.4M 0.07%
975,469
+174,193
340
$12.3M 0.07%
130,588
+8,320
341
$12.2M 0.07%
147,400
-16,736
342
$12.1M 0.07%
928,768
+64,264
343
$11.9M 0.07%
258,728
-5,022
344
$11.9M 0.07%
271,047
+59,771
345
$11.9M 0.06%
335,582
-63,786
346
$11.7M 0.06%
263,075
-36,740
347
$11.7M 0.06%
182,794
+12,467
348
$11.7M 0.06%
282,939
+505
349
$11.7M 0.06%
101,683
+11,329
350
$11.6M 0.06%
220,189
+42,872
12 13
14
15 16